Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KOTLAR COHEN LLC
EIN 83-2588237Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
3
$5.3M assets
Welfare
0
Participants
118
16000 COMMERCE PARKWAY, SUITE C - MOUNT LAUREL, NJ 08054856-751-7676
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $5.3M assets / 118 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KOTLAR COHEN 401(K) PLAN
401k
Assets$4.7M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
KOTLAR COHEN PENSION PLAN
CashBalance
Assets$478K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KOTLAR COHEN PROFIT SHARING PLAN
ProfitSharing
Assets$145K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KOTLAR COHEN 401(K) PLAN | 401k | $4.7M | 80 | 2025 | |
| 003 | KOTLAR COHEN PENSION PLAN | CashBalance | $478K | 19 | 2025 | |
| 002 | KOTLAR COHEN PROFIT SHARING PLAN | ProfitSharing | $145K | 19 | 2025 |
Retirement plans